Campbell & Company, Wealth Advisors & Certified Public Accountants is focused on helping growing businesses modernize their financial operations. The Sage Intacct Business Development Representative will initiate outreach to prospective clients and engage them in meaningful conversations about modern cloud ERP solutions and AI-enabled workflows.
Responsibilities
- Initiate outreach through calls, email, LinkedIn, and creative prospecting
- Identify opportunities using frameworks like BANT
- Engage finance leaders and business owners in meaningful conversations
- Qualify pain points around reporting, visibility, and scalability
- Set up high-quality meetings for our advisory and sales team
- Build and manage your own pipeline over time
Skills
- Experience in a lead generation, SDR, or BDR-type role
- Comfort with sales frameworks (BANT, SPIN, or similar)
- Strong communication skills with the ability to build trust quickly
- Ability to handle objections without sounding scripted
- Interest in business, finance, or technology (ERP, AI, automation)
- Self-starter mentality with a desire to grow
Company Overview
Offering complete Financial Strategies for individuals & small businesses - Prior Planning Pays Thank you for visiting Campbell and Company’s Page and LinkedIn. It was founded in 1993, and is headquartered in Spring Hill, Florida, US, with a workforce of 11-50 employees. Its website is http://www.mycampbellandco.com.
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